Goals are in early access. The feature is still evolving.
Creating a goal
Create a new goal
Click Create a goal and give it a name. You can also add an optional description.
Set the eligibility filter (optional)
Use the filter builder to define which contacts are eligible to be enrolled. Leave it empty or toggle off the Eligibility section to make every contact who receives the campaign eligible.
Set the target filter
Use the filter builder in the Conversion section to define what success looks like, i.e. the contact state that should be considered as a conversion.
Set the default measurement window
Choose how many days contacts have to match the target filter after receiving a campaign.
Attaching a goal to a campaign
Open a draft campaign
Goals can only be attached to campaigns that are still in Draft. Once a campaign has been sent or scheduled, its goal attachments are locked.
Attach a goal
In the campaign’s Send page, select a goal from the goal picker.
(Optional) Override the measurement window
On the attachment, you can set a campaign-specific number of days.
Send the campaign
Contacts are evaluated for enrollment as the campaign delivers.
Goals cannot be attached retroactively. Attach and detach only work on draft campaigns. Once a campaign is sending or sent, its goal attachments are fixed.
